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We have a credit application form hosted on SFDC Sites. A sales rep creates the credit app record, which triggers an email to be sent to the prospective customer. A link in the email takes them to the application on the SFDC site.

As of the Spring '21 release (this Saturday), an unauthenticated site user won't be able to edit a record they don't own. Since the credit app is owned by the sales rep, that's a problem.

Our current solution involves using Identity licenses, and having the customer log into our e-commerce site, on which they already have an account. That site passes them over to SFDC, where we use JIT provisioning to create a user record and sign them in. That's working fine, but only if we take the user into SFDC (to a Salesforce app). We haven't been able to figure out how to trigger authentication by going to the SFDC site instead.

I see a lot of articles about doing this with partner communities, and I have a feeling this is similar, but that's about as far as we've been able to get. Can someone point us in the right direction?

Thanks!

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    You want an External Identity license for your customers; this license is deployed in conjunction with a Community. Take a look at Identity for Customers Trailhead and External Identity Impl Guide
    – identigral
    Feb 12, 2021 at 2:45
  • Yep, that's what we have currently. After the JIT class runs & the user is authenticated, the user can get to pages in the CRM, but the site still only recognizes him as a guest user. Thinking that makes sense given that they're on different domains, but I'm not sure where to go from there -- how to authenticate into the site, rather than the CRM. (I hope that makes sense!)
    – Shane Steinfeld
    Feb 12, 2021 at 18:24
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    If you have a Community and you're authenticating correctly via a Community endpoint, that's all you need. From your description it's unclear where your implementation is faltering. Recommend you edit your question and provide a Minimal, Reproducible Example
    – identigral
    Feb 14, 2021 at 4:35

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